Privacy Policy

Privacy Policy

Last Updated on March 6, 2023

WHAT DOES BEAULIEU & ASSOCIATES, LLC DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect, and share depend on the product or service you have with us. This information can include:

• Social Security number and income
• Account balances and payment history

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons we choose to share; and whether you can limit this sharing.

Reasons we can share your personal information

Do we share?

Can you limit this sharing?

For our everyday business purposes—
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Yes

For our marketing purposes—
to offer our products and services to you

Yes

For joint marketing with other financial companies

We don't share

For our affiliates’ everyday business purposes—
information about your transactions, experiences, and creditworthiness

Yes

For our affiliates to market to you

Yes

For non-affiliates to market to you

We don't share

To limit our sharing: Mail the form below

Please note:

If you are a new customer, we can begin sharing your information from the date you received this notice. When you are no longer our customer, we continue to share your information as described in this notice.
However, you can contact us at any time to limit our sharing.

Questions?

Call 860-749-4138

Who we are

Who is providing this notice?

BEAULIEU & ASSOCIATES, LLC

What we do

How do we protect your personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How do we collect your personal information?

We collect your personal information, for example, when you
• Open an account or deposit money

Why can’t you limit all sharing?

Federal law gives you the right to limit only
• Sharing for affiliates’ everyday business purposes—information about your creditworthiness
• Affiliates from using your information to market to you
• Sharing for non-affiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.

What happens when you limit sharing for an account you hold jointly?

Your choices will apply to everyone on your account—unless you tell us otherwise.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and non-financial companies.

Non-affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

Joint marketing

A formal agreement between non-affiliated financial companies that together market financial products or services to you.

Mail-in Form

If you have a joint account, your choice(s) will apply to everyone on your account unless you mark below.

Apply only to me

Mail to:

Beaulieu & Associates, LLC

48 South Road, Unit 15

Somers, CT 06071

Mark any you want to limit:

Do not share information about my creditworthiness with your affiliates for their everyday business purposes.
Do not allow your affiliates to use my personal information to market to me.
Do not share my personal information with non-affiliates to market their products and services to me.

Name:

Address:

City, State, Zip:

Account #:

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